Category Archives: Estate Planning

A young couple with their baby

Life Events That Call for an Update to Your Estate Plan

Estate planning is not a one-and-done task; it’s an ongoing process that should evolve with the changes in your life. It’s important to ensure your plan reflects your current circumstances and desires. There are significant life events that signal it’s time to revisit and update your estate plan for continued peace of mind and protection.  […]

  • Posted on: Jan 25 2024
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Older woman working on estate plan

Why You Should Have an Incapacity Plan in Place

Estate planning is a comprehensive process that can encompass many things and extends beyond the distribution of assets after one’s passing. An often overlooked yet important component of one’s estate plan is planning for potential incapacity. Having an incapacity plan in place is essential for Californians; here’s why.  Preserve Your Decision-Making Authority While unpleasant to […]

  • Posted on: Dec 7 2023
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Two people talk about estate planning

Potentially Problematic Assets in Estate Planning

Estate planning is an essential process to ensure that one’s assets and wealth are distributed according to their wishes after they pass away. However, not all assets are straightforward to manage or distribute. Some can pose significant challenges due to their nature, ownership structure, or other unique characteristics. Recognizing and understanding these potentially problematic assets […]

  • Posted on: Oct 13 2023
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Estate planning attorney working on estate plan with client

Estate Planning Strategies at 35 vs. 65

While estate planning is extremely important regardless of your age and finances, the strategies that you use can vary greatly depending upon those two factors. Whether you are just starting a family or nearing retirement, it’s important to understand how an estate plan can help to protect your assets and your wishes. Here’s what you […]

  • Posted on: Sep 29 2023
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Man working on his estate plan

Getting Remarried? Top Estate Planning Considerations

Enduring a divorce can be heartbreaking on many levels. The last thing people often think about is meeting someone new. So, when you find yourself in love and happier than you’ve been in a long time – maybe, ever – you may wish to rush towards imagined marital bliss. However, it’s extremely important that you […]

  • Posted on: Jul 14 2023
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Mother holding child

Here’s Why You Should Appoint a Guardian for Your Children

As parents we want to protect our children. One of the most important things that you can do for your children is to establish guardians should something happen to you. This can ensure that your children are taken care of in an emergency. Here’s why you should appoint a guardian for your children.  1. Ensure […]

  • Posted on: Jun 20 2023
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Older woman sitting with estate planning attorney

What to Know About Undue Influence in California

The decision of whom to leave things to in your will and how to set up your estate planning documents is one of great importance. Sadly, sometimes when someone is in a vulnerable state they can be excessively persuaded to act or refrain from acting in a certain manner by someone who overtakes their free […]

  • Posted on: Mar 15 2023
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Woman signing estate planning documents with attorney

The Legal Impact of Death on Property Co-owned with Children

The real estate market remains touchy. Inflation has made it much more difficult for young people to purchase property. That’s why many mothers and fathers will co-sign on a mortgage since their child would be ineligible.  While a nice gesture, co-owning property can prove complicated – especially after the death of one of the parties. […]

  • Posted on: Feb 27 2023
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Elderly woman looking over estate plan

Inheritance Choices in California: In Trust or Outright?

Many parents wish to leave assets to their children. One common way of doing so is through the creation of a Trust. Another is to do so outright. Doing so outright means that your assets will be distributed to your kids now. Receiving your assets in a Trust means that the assets you wish to […]

  • Posted on: Dec 10 2022
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